Adviser Business Solutions

Andrew Fisher, the usually outspoken chief executive of Towry, had no comment yesterday after the Financial Services Authority (FSA) fined the financial adviser £494,000 for providing misleading information to the regulator and for client money breaches. As Thomson Reuters has reported, client money has continued to be high on the FSA's... Continue Reading »

July 2010: Adviser Business Solutions, a leading provider of administrative and support services to independent financial advisers and managed investment strategies, held its first Sentinel Fund Meet the Managers evening of 2010. The seminar, given at the Hilton Hotel in Farlington, gave investors the chance to meet the fund managers. The... Continue Reading »

A lot of IFAs are expected to stop picking their own funds and turn to modelling services on platforms, multi-manager solutions or private client portfolio models in the post-RDR environment. With the sheer number of fund changes experienced over the past year, it is easy to see why many... Continue Reading »

More than 360 manager moves or fund changes took place during 2009, according to advisory firm Independent Financial Solutions (IFS). While more than 100 funds were launched last year, almost twice as many were closed or merged away, the company said. In addition, more than 60 high-profile managers changed jobs,... Continue Reading »